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Technical Proposal - v211
Technical Proposal - v211
Technical Proposal - v211
TO
PROCURE, INSTALL
AND MAINTAIN AN ELECTRONIC NATIONAL INTEGRATED
MONITORING AND EVALUATION SYSTEM (e-NIMES)
PRESENTED BY:
PKF CONSULTING LTD
TEL: +254 20 427 0000,
+254 20 444 66 16-9
Kalamu House, Off Brookside Drive, Westlands,Grevillea
Grove, Nairobi City, Kenya P.O. Box 14077– 00800 Nairobi
Email: consult@ke.pkfea.com
CONTACT PERSON
DAVID KABEBERI
17 February 2015
The Principal Secretary
Ministry of Devolution and Planning
P.O. Box 30005 - 00100,
Nairobi, Kenya
Dear Sir/Madam,
We at PKF are pleased to supply the required services in accordance with your Request for
Expression of Interest which was advertised on the dailies and we hereby present to you our
complete proposal on how we intend to take on the assignment.
We are delighted for the privilege extended to us by ministry of devolution, to express our
interests to be your Consultants for the project implementation. Our proposal is based on our
understanding of your requirements from your terms of reference.
In this particular assignment, we have collaborated Valforma Technologies to provide the above
services. We will work together as a consortium.
We understand you are not bound to accept any proposal you receive.
Yours sincerely,
David Kabeberi
Managing Director
PKF Consulting
TABLE OF CONTENTS
1. FIRM’S BACKGROUND
2. FIRM’S EXPERIENCES
5. PROPOSED SOLUTION
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1. FIRM’S BACKGROUND
Consultant’s Organization
PKF Consulting Limited is an affiliate of PKF Kenya established over 50 years ago to provide
contemporary business advisory services of internal audit, forensic audit, human resource
consultancy services and corporate finance. The consulting department specialises in the areas of
risk assessment and risk management, internal audit services, forensic investigation services,
human resource consultancy services, business management and training, financial management
and training, strategic planning, business development and diversification strategies, financial due
diligence, project feasibility studies and business planning, corporate governance, organisational
development and group dynamics, computer based financial forecasting, privatisation, restructuring,
profitability improvement and efficiency studies, Spend analysis and strategic sourcing.
Our ICT consulting team will help you identify and understand the requirement of your organization
pertaining system requirement analysis process, system specification analysis, assess the current
system and ultimately guide you towards technical efficiency for your system design and
implementation.
PKF Kenya is well represented in Eastern Africa. The firm has offices in Nairobi, Mombasa,
Kisumu, Nakuru, Malindi, Kampala, Dar-es-Salaam, Kigali, and associated offices in Addis Ababa.
In the region, the firm comprises of 25 partners and directors, with a total staff force of over 600.
PKF Kenya is a member firm of PKF International Limited network with around 300 member firms
and correspondents in 440 locations in around 125 countries providing accounting and business
advisory services. Our member firms share a commitment to providing clients with high quality,
partner-led services that are tailored to meet clients' own specific requirements. The firm prides
itself in being an equal opportunity, multicultural firm with the majority of its partners from East
Africa. Our unique understanding of the local markets enables us to provide holistic, innovative and
relevant business solutions, taking into account the distinct market forces and constraints that come
into play within the region. Our capabilities are further strengthened by strategic alliances with
associates in the information technology and legal services sectors. High quality work and
impeccable ethics in all our dealings with clients, colleagues and stakeholders characterise our
values and culture. We combine this with a deliberately informal tone and a staff make up of
dynamic rounded individuals with a positive attitude and lifestyle. All PKF member firms agree to
adopt shared professional standards, develop and use internationally developed technical manuals,
interact through international training and staff exchange programs, and share a common IT
platform and resources for delivering standardized solutions.
PKF has experience in managing complex ICT consultancy work in various countries. Our areas of
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expertise is ensuring successful investigative services and quality delivery.
Our Mission
To support and guide clients to achieve success in their business by acting as their
trusted business advisors.
To provide quality, cost effective, personalised and innovative business solutions to meet
the changing needs of our clients.
Empower our manpower through continuous professional development to face the
dynamic global challenges.
Our philosophy
We are committed to promoting high standards of discipline, excellence and ethics through
adherence to the firm‟s quality standards and value charter and the laws of the country and
the profession.
We believe in recruiting and retaining sound and professional and support staff, providing
training and opportunities for growth in a stimulating and enabling environment.
We are dedicated to maintaining a strong internal administration, thereby enabling
provision of quality service and ensuring client satisfaction.
At PKF relationships are our top priority, and we strongly believe that good relationships with
our stakeholders are a pre-requisite to success
PKF has an efficient and effective in-house service delivery mechanism, capability, and approach to
work and expertise that will adequately respond to undertaking of this assignment. The consultancy
service that we provide to our clients takes participatory approach that incorporates the inputs of the
key process actors and stakeholders. The critical success factors and the key features of our
approach that will help in successful completion of internal audit consultancy:
Client first principle. PKF‟s first responsibility is to the client. We measure our success by
the manner in which we meet our responsibility to our client and we define progress as being
more responsive to those who place their trust in us, our client.
Experience to perform the work efficiently and quickly. We have performed similar
assignments for various organizations and have already gathered useful information that will
help in our understanding of the issues in internal audit consultancy. The relevant
assignments we have undertaken are presented in section that follows.
A team of specialists focused on similar work. PKF provides a team of specialists working
under very proactive management and times scales to ensure that tasks run parallel, and are
properly integrated. Our team of professionals understand what it takes in the Information
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systems audit consultancy and have carried out similar assignments in East Africa.
Comprehensive understanding of the assignment’s objectives and surrounding
environment. Our team comprises of local expertise that have the knowledge of the
operating environment and have carried out similar assignments in East Africa.
PKF has experience in managing complex ICT consultancy work in various countries. Our
areas of expertise in ensuring successful investigative services and quality delivery
include the following:
IT System Audit
Gap Analysis
Vulnerability Testing
Penetration Testing
Application Development
IT Training
The success of similar past projects demonstrates that PKF has a record of achieving this.
We appreciate the need to adapt to the local environment and culture and pursue a
consultative and participatory process with local stakeholders in order that projects are appropriate,
effective and accepted. We seek to maintain an open dialogue and maintain appropriate
confidentiality and efficiency in bringing the objectives of this proposal.
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2. FIRM’S EXPERIENCE
PKF is a firm of highly qualified and experienced consultants. The firm has the relevant manpower to provide
to procure, install and maintain an electronic national integrated monitoring and evaluation system (e-
nimes).The consortium has consultants and associates who have undertaken similar work, some of which
include;
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Valforma IT
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3. COMMENTS AND SUGGESTIONS ON SCOPE OFASSIGNMENT
The request for expression of interest and terms of reference provides details of the scope of work
to be undertaken. However, we have the following comments:
For the assignment to be successful, it will be important that Ministry of Devolution appoints an
internal project team led by a senior member of management. The role of the project team will be:
We note that Ministry of Devolution is committed to ensuring that all relevant records and staff are
available for purposes of the assignment.
To ensure that we deliver within the required time period, it will be important that all key staff and
relevant information requested is available on a timely basis. The project team as described above
should also be available for meetings and follow up of agreed action points.
d) Timely response
To ensure that we deliver within the required timelines, it will be important for the project team and
key stakeholders to provide comments and input on a timely basis. We will hold a validation
workshop at the end of the process and it will be important for management to provide comments
promptly.
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e) Organisation of meetings and workshops
Ministry of Devolution will be responsible for organizing meeting and workshops during the process,
including the respective logistical and administrative costs and arrangements. However, we
envisage that meetings will be held at Ministry of Devolution offices.
f) Office space
Our team of experts will require office space during the duration of the assignment while at Aga
Khan Foundation East Africa. It will be important for management to avail a room for our team.
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4. METHODOLOGY AND WORK PLAN FOR PERFORMING THE ASSIGNMENT
Introduction
The Ministry of Devolution and planning, through the Monitoring and Evaluation Department (MED),
has received funds through its Capacity Development Project and wishes to use part of the funds to
procure, Install and maintain an electronic National Integrated Monitoring and Evaluation system (e-
NIMES). The system will be used to report in real-time the implementation and progress of the
government’s projects, Programmes and policies. The system will have among other features, the
capacity to display results using the traffic light dashboards and should be able to perform statistical
analysis as part of the reporting process.
(i) Supply and install e-NIMES system with the necessary licenses to cover all Ministries, Counties,
Departments and Agencies (MCDA’s). The Ministry of Devolution and Planning will provide the
necessary servers and any other requisite hardware;
(ii) Configure the software to reflect results for all MCDA’s;
(iii) Train users/administrators/technical support staff from all MCDA’s;
(iv) Develop an e-training manual for the e-NIMES;
(v) Make sure that the consultant works with MED staff in order to build local capacity in use of the
software;
(vi) Spearhead process of data capture from all the MCDA’s;
(vii) Provide integration with the system and the existing databases and be able to import data from the
databases which may add value to the reporting process. Such databases may include but not limited
to IFMIS, e-ProMIS, HMIS, EMIS, PC system and IPRS and;
(viii) Produce the Presidential, other dashboards, score cards and any other reports for all the MCDA’s
as will be agreed upon between the consultant and the MDP;
(ix) Commissioning and handing over of the system with the source code (if applicable) and copyrights
to the Ministry.
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THE SPECIFIC OBJECTIVES OF THE CONSULTANCY WORK
3. System Implementation
4. To give a detailed report on the new system to ascertain that all the needs and expectations as
detailed out in the vendor contract/terms of reference, have been fully met.
5. To certify system implementation progress before any installment payment.
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STRUCTURE OF THIS PROPOSAL
We envisage the overarching goal of ICT within an institution such as Ministry of devolution as
being to support, simplify and stimulate good governance both within the Organization and in
its interaction with relevant stakeholders such as customers, suppliers,donors, works,
organizations regulatory authorities.
An organization would then begin exploring some of the same MIS that larger organizations use
to meet expanding business requirements in a way that keeps capital and operational expenses in
check through project management.
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OUR METHODOLOGY & APPROACH
This section sets out our approach to providing the requested services. Our approach is based on
tried and tested best practice standards and frameworks and has successfully been used in similar
assignments.
The objective of this consultancy is to to oversee the implementation of the proposed system and
customization that meets all the government needs and adherence to the high standards of system
security and data integrity.
The key objectives of each aspect of our approach and as specified in the TOR are outlined below:
The order of the stages (1 – 5) is not indicative of the chronological order in which the assignment will
be carried out. Our methodology has been presented in these stages to indicate how we have
covered the terms of reference. The time frame of the stages is indicated in the section on Time and
Work schedule.
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DETAILED METHODOLOGY AND WORK PLAN
The structure of the rest of this section ‘methodology and work plan’ is set out below. In the sections
that follow we discuss our detailed approach and methodology towards completing the various stages
and tasks as outlined below.
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STAGE 0: PLANNING AND MOBILIZATION
The objective of this activity is to prepare an integrated project plan for the successful
completion of consultancy services to Ministry of devolution.
Tasks:
o MS project plan
o Inception report
o Inception meetings
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Sample Project Plan
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STAGE 1: PROJECT PREPARATION
The objective of this task is to review the business information model and the systems currently in place
within the organization.
Tasks:
Outputs:
Meeting
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STAGE 2: NEEDS ASSESSMENT
The objective of this stage is to evaluate and assess the company’s current Data Center infrastructure,
what has been done since the last report was done and compare these with current market best
practices.
Tasks:
Brainstorming sessions
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STAGE 3: SOLUTIONS SELECTION/DEVELOPMENT
The objective of this stage is to identify and select vendors that would implement the required solutions
within the quality and budget requirements of the organization.
Tasks:
Evaluation Meetings
Team brainstorming sessions
Final list of suppliers
The main objective of this stage is to monitor the project ensuring that the deliverables of the TOR’s are
achieved within the requirements of the organization.
Tasks:
Outputs
o Meetings
o Briefings
o Final Workshop
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STAGE 5: PROJECT CLOSURE & CLEANUP
The main objective of this stage is to successfully close the project and handover to the Kenya Marine
Fisheries Research Institute
Tasks:
The main objective of this stage is to provide technical support to the ministry of devolution during the
initial stages of using the system
Tasks:
Provide any technical support needed and fix any bugs that arises
Outputs
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Project duration
This project can be completed within the specified period if the following is adhered to:
All information requested at the contract signing stage is available within the first week
of the project start date. If there are delays in providing this information or any other
information as the assignment progresses or in the quality of this information, this will
have implications on the project duration, the effort level and costs.
All management and stakeholder meetings are promptly held.
Payments are made promptly to avoid project delays because of fund mobilization
issues. In particular appropriate mobilization payments would need to be agreed and paid
prior to project kick off.
We would like the following to be made available during the project duration:
6.
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Our Proposed Solution
Kenya Vision 2030 is the country's development programme covering the period 2008 to 2030. Its
objective is to help transform Kenya into a "newly industrializing middle income country providing a
high quality of life to all its citizens by 2030 in a clean and secure environment."[3] Developed through
"an all-inclusive and participatory stakeholder consultative process, involving Kenyans from all parts of
the country," the Vision is based around three "pillars": Economic, Social, and Political.
In order for the government of Kenya to accomplish the above goals, we at PKF have proposed the
below solution. It is tailored to work with the existing government systems such as Top-down budget
tracking from IFMIS, bottom-up expense reporting from County LAIFOMS system and new IFMIS e-
pocurement and spend modules.
In the next few pages we are outlining our proposed solutions that should work very effectively to meet
the Ministry of Devolution and Planning needs.
Front-end components in OBIEE 11g provide ad-hoc query and analyses, high fidelity reporting (BI
Publisher), strategy and balanced scorecards, dashboards, and linkage to an action framework for
automated detection and business processes. Additional integration is also provided to Microsoft
Office, mobile devices and other Oracle middleware products such as WebCenter.
Enterprise Reporting: Oracle Business Intelligence (BI) Publisher (formerly XML Publisher) is
an enterprise reporting solution for authoring, managing, and delivering highly formatted
documents, such as operational reports PDF forms, shipping labels, checks, sales and
marketing letters, and much more. Built on open standards, reports can be designed using a
feature-rich online layout editor or through familiar desktop products and viewed online or
scheduled for delivery to a wide range of destinations. While Oracle BI Publisher is fully
integrated with OBIEE 11g, it can also be deployed separately.
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Ad hoc Query and Reporting: A powerful ad-hoc query and analysis environment that works
against a logical view of information from multiple data sources in a pure Web environment.
This single interface is designed to seamlessly handle both relational and OLAP style analysis.
Interactive Dashboards: Rich, interactive pure Web dashboards that display personalized
information to help guide users in effective decision making.
Scorecard and Strategy Management: Extends the Oracle BI Enterprise Edition (OBIEE)
with capabilities that enable strategic goals to be communicated across the organization and
monitoring progress over time. Oracle Scorecard and Strategy Management includes
visualizations that graphically communicate strategy & strategic dynamics using Strategy
maps, Cause and Effect diagrams, and Custom views. Scorecard metadata objects and
visualizations are treated just like any other OBIEE 11g metadata object and can be easily
embedded in dashboards, ad-hoc query and analysis views and can be monitored as alerts.
Actionable Intelligence: Consists of an Action Framework that provides the ability to invoke a
workflow, web services, web content, additional BI content, java method, and other custom
procedures from any delivery channel and an alerting engine that captures and distributes
notifications via multiple channels in response to pre-defined business events and/or data
exceptions to speed exception based decision making.
Integrated Search: Ability to search existing content based on full indexing of Dashboards,
Analyses, Views, Prompts, KPIs, Scorecards, Publisher Reports, Agents, Actions, Catalog, and
Folders. Ability to drill into BI with context; Index metadata & prompts. Search results can be
secured via SSO integration.
BI on the go: Consists of capabilities to provide Business Intelligence content when the user
is not directly connected to the enterprise network. Includes Briefing Books — reports that
capture a series of snapshots of an Oracle BI Dashboard or report allowing the information to
be viewed offline in presentation style; rich integration with Microsoft Office allowing for
interaction with BI content and access to pre-built analysis and mobile from Office products.
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Oracle Scorecard and Strategy Management
Oracle Scorecard and Strategy Management, a part of Oracle Business Intelligence Foundation Suite,
extends the Oracle BI Suite Enterprise Edition (OBIEE) with capabilities intended at communicating
strategic goals across the organization and monitoring their progress over time. The Scorecard and
Strategy Management module provides capabilities to establish specific goals, define how to measure
their success, and communicate that information down the entire organization. Armed with the insight,
employees can understand their impact on achieving success and align their actions accordingly. As
they use Scorecards to measure the outcome of their actions, they can quickly make adjustments as
needed to successfully achieve the goals.
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Oracle Scorecard and Strategy Management enables organizations to:
Oracle Scorecard and Strategy Management provides organizations the necessary tools to:
While the foundation behind the scorecard application is the Balanced Scorecard theory, the Oracle
Scorecard and Strategy Management module can be used to align with any management framework,
such as Baldrich or total quality management, or it can be used as a purely operational measurement
reporting tool; it truly is an information delivery and communication tool.
The KPI Builder allows customers to build Key Performance Indicators to be used within scorecards
and dashboards. OBIEE KPIs leverage the BI server's semantic layer to provide multidimensional and
hierarchical KPIs that allows business users to monitor performance from the highest levels of the
organization down to the lowest operational details.
KPIs created by business users can also trigger contextual actions defined within the OBIEE action
framework. KPIs have the ability to trigger actions such as:
Email Alerts
ERP Workflow
Invoke Web Service
Execute Java methods
While viewing KPIs, Initiatives or Objectives; business users can initiate discussion threads and attach
related documents to collaborate with other users. These discussions will then be associated with
those items and are contextually available from any of the visualizations.
New Visualizations
As part of Scorecard, OBIEE delivers new visualizations focused on communicating strategy and
casual relationships between, KPIs, Corporate Objectives and Initiatives. These views will be available
within scorecards or can be embedded within OBIEE dashboards. Some of these views include:
Oracle Essbase
Oracle Essbase, a part of Oracle Business Intelligence Foundation Suite, is the market leading online
analytical processing (OLAP) server for enterprise performance management (EPM) applications.
Designed specifically for business users, Oracle Essbase supports forecasting, variance analysis, root
cause identification, scenario planning and what-if modeling for both custom and packaged
applications. It can be tightly integrated with multiple data sources and the information generated can
be delivered through a wide variety of reporting options. Engineered for scalability, security, and rapid-
response, Oracle Essbase brings advanced analytics to the business user to enable greater
understanding of the business, alignment of resources and improved business results.
Oracle Essbase brings powerful online analytics processing (OLAP) directly to the business user.
Query results can be displayed through interfaces of the user’s choice, including Microsoft Office
tools, and the variety of intuitive reporting options which Oracle offers. With the advantage of
consistent, sub-second response times, users can interact with the data at the speed-of-thought
without support from technical experts. This ability to “converse” with the data—understanding that an
answer to one question leads to another—enables business users to better identify and analyze the
metrics and relationships that influence performance, and to make better, more informed decisions.
Users can share their saved reports, and modify their appearance, or create powerful additional
queries as new questions arise.
Data is categorized in Oracle Essbase in the form of dimensions, a dimension could for instance
represent a time period or a product or a customer. Thus a query may be to compare actual sales for
a product in a specified state during the month of March 2010 with the corresponding budgeted value
for that month. There are often relationships between members of a dimension and these
relationships are represented by a hierarchy. A hierarchy enables mathematical calculations to be
executed against the data, so for example all the sales for individual states can be aggregated to
create a value for the entire country. Oracle Essbase allows multiple hierarchies to be established so
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data can be speedily calculated or aggregated. Structures in Oracle Essbase such as dimensions and
hierarchies are displayed in the “Outline”, which is a graphical representation that enables authorized
users to easily review and maintain structures as business requirements change.
Users can extend data by using metrics or drivers to estimate what results will be in the future. These
driver metrics can be based upon history, trends or entered by the user. These forecasted results can
be compared with actual results and the reasons for variances investigated so that more accurate
forecasts may then be produced. Users can also create further scenarios where they may model for
exceptional changes in business and be prepared for turbulent trading conditions through this “what-if”
analysis. This assists fast resolution of business issues and for risks to be managed.
At its core Oracle Essbase contains a high performance calculation engine with over 350 pre-built,
out-of-the-box functions. This comprehensive library enables Oracle Essbase to scale from simple
aggregations to complex, cross-dimensional allocations. Financial formulas of all types are included to
support business model development. In addition, business rules can be created to manage complex
calculation requirements using a spreadsheet-like syntax.
Reporting Options
A wide variety of users, from many departments, will want to use Oracle Essbase. Delivering the
information to them in a suitable form is of paramount importance. Data can be delivered to Oracle
Business Intelligence Suite Enterprise Edition and in addition presented through a variety of formats
including interactive dashboards, financial and production reports, Microsoft Office and advanced data
visualization tools. Each of these reporting options suits a particular purpose, but all use the same
data, and common data definitions ensuring consistency across the enterprise.
Oracle Essbase can be populated through a wide variety of tools that allow it to access any commonly
recognized data source; the data can then be combined into a single analytic view, so the entire
enterprise can be consistently reported upon.
Many organizations have multiple, large data sources from which the data needs to be extracted.
Oracle Essbase performance is unmatched, offering inherent capabilities to optimize data load and
recalculate data sets so results are speedily available to the users. Oracle Essbase enables detailed
analysis of terabytes of data for thousands of simultaneous users providing up-to-the-minute,
dependable information. This high-speed analysis provides business users speed-of-thought
responsiveness to manage performance in real time.
User scalability features such as caching, multithreading, partitioning, and cross platform support
enable IT professionals to use fewer servers to support many analytic applications and large user
communities. Supporting 64-bit architectures, Oracle Essbase enables larger analytical models with
shorter calculation times, increasing the potential size of analytic applications, and the number of
concurrent users. In addition, its n-tier architecture provides connection pooling, load balancing, and
automatic failover so IT employees meet service-level requirements. With its High Availability Services
feature, Oracle Essbase delivers distribution of processing across multiple physical servers to
increase application availability.
With the potential to support thousands of users accessing significant volumes of data, security is a
priority. Oracle Essbase leverages the Oracle EPM system foundation’s common authentication
system offering both high level and detail cell level controls and the support of Group or Role based
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security models. In addition, Oracle Essbase supports Oracle Fusion Middleware security components
like Oracle Internet Directory, Oracle Identity Management, and a single sign-on for Oracle Enterprise
Performance Management Workspace.
Manageability features within Oracle Essbase drive down IT costs. These features include packaged
business product management applications; J2EE; .NET development tools; certified enterprise
resource planning/customer relationship management application integration adapters; administrative
wizards; automated maintenance scripts; Unicode support; and reusable dimensions, hierarchies, and
business rules. The open architecture also lowers costs to develop, deploy, and maintain by
leveraging existing IT skill sets. In addition, Oracle Essbase supports efficient, automated backup and
restoration of the database as well as lifecycle management that provides a consistent way for
administrators to migrate applications and artifacts across product environments.
Oracle Essbase leverages Oracle’s Hyperion Foundation Services and Oracle Fusion Middleware to
provide a common platform of services upon which companies can create, deploy, and manage EPM
applications in one place.
ORACLE BI SERVER
Oracle BI Server is a highly scalable, highly efficient query, reporting and analysis server that provides
services that enable the other components of the Business Intelligence Suite such as Analysis &
Interactive Reporting, Dashboards, Data Mining and Analytic Applications.
The Oracle BI Server exposes its services through standard ODBC and JDBC-compliant interfaces.
Clients of the Oracle BI Server see a logical schema view independent of the source physical
database schemas. Oracle BI Server clients submit “Logical” SQL, which ultimately gets translated by
the server to native, source-specific data source query languages like SQL and MDX. Intermediate
processing to calculate complex business metrics and integrate multiple data sources occurs within
the Oracle BI Server Execution Engine. The Oracle BI Server infrastructure includes facilities such as
session and query management, cancellation, statistics logging, monitoring, and other server
administration functions.
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The advanced semantic layer structure used in the Oracle BI Server is called the Common Enterprise
Information Model. This model provides a single version of truth for all BI system users and
applications. It takes advantage of all the features of the BI Server. This model is layered to provide
flexibility and maintainability:
Physical Layer: models each physical source’s connection parameters and schema. In the
case of a relational source, the schema would include tables, columns, joins, and security
parameters. Metadata rich multi-dimensional sources like Oracle Essbase, Oracle OLAP
Microsoft SQL Server Analysis Services or SAP BW, the full metadata models are imported
including measures, dimensions and hierarchies. This is the only layer that is aware of the
physical nature of the source, such as whether it is relational 3rd normal form, star, snowflake,
multidimensional cubes or XML. If the source is a database, this layer is the only one that is
aware of what brand and release the database is, and what functions it does or doesn’t
support.
Business Model and Mapping Layer: models the way the business elements function:
conformed dimensions and hierarchies, measures (including aggregation rules, complex
business calculations, and dimensionality and time series), data security rules, and human-
readable attributes and dictionary definitions. The mappings from the semantic objects back to
the physical objects define the federation and aggregate navigation across multiple sources.
Because of this layering and mapping, the physical source can migrate to a different brand of
database, or even add an aggregate, without impacting the business model, presentation layer
or reports.
Presentation Layer: organizes the semantic objects, or “logical columns,” into “logical tables”
that can be exposed to users by role. Presentation tables and columns are completely
localizable allowing a single implementation to consistently support users across languages
around the globe. These are normally the only objects in the semantic layer that are exposed
via the ODBC and JDBC interfaces, whether the client is Oracle BI, a custom program or a 3rd
party BI tool. This allows the administrator to provide subject organization to make objects
easy for users of Oracle BI Foundation clients or other third party client tools to find, as well as
to apply role-specific security.
The Oracle BI Server and its Common Enterprise Information Model eliminates the need for business
users to understand physical data storage and enables them to combine data from multiple enterprise
information sources quickly and easily. Some of the key features of Oracle BI Server in this area are:
Combining Structured Data from Multiple Sources: Oracle BI Server allows users to
combine data from multiple applications or databases in a single calculation. For instance, to
compare sales forecasts, quotas, and actual revenue to accurately predict revenue growth, a
business user may need to combine data from three sources – the forecasting system, the
sales system, and the general ledger. Within the Common Enterprise Information Model and
Oracle BI the three sources appear as one logical source to the business user.
Combining Relational and OLAP Data Sources: Oracle’s Common Enterprise Information
Model allows users to combine data from a relational system and an OLAP source in a single
calculation. For example, a user can compare sales forecasts from an Oracle CRM System
with budget data from an Oracle Essbase planning application. To clients of the Common
Enterprise Information Model, the forecast and budget data appear to be from the same logical
source.
Combining multiple Relational databases, in memory databases, or Relational and
OLAP, for Aggregate Navigation: Pre-building measure aggregations during the load window
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is the most important data warehousing practice for achieving good query performance on
large datasets, usually producing three or more orders of magnitude improvement overall. The
Oracle BI Server has sophisticated “aggregate navigation” features to take advantage of all
available aggregates transparently - users see the performance improvement without being
aware of the extra tables. The BI Server uniquely allows the aggregate tables to exist in a
different database than the detail tables, or for the aggregates to use a multidimensional
source such as Essbase for lower TCO.
Combining Relational and Spreadsheet Data Sources: Oracle BI allows users to combine
data from relational databases with non-relational data from Excel spreadsheets, for example,
in a single calculation to compute a complex metric.
Combining Transactional Data with Data Warehouse Information: Finally, the Common
Enterprise Information Model allows users to combine data from a data warehouse with
information from transaction processing systems in a single calculation to get the most up-to-
date value of a metric.
Unlike the Common Enterprise Information Model, many business intelligence tools restrict users by
allowing access to only information from a single data source for a specific calculation or analysis. In
addition, some of these tools even restrict a user’s access to a single data source during an entire
session. The Common Enterprise Information Model uniquely enables pervasive access to information
to answer a business question that may require data from one or more sources.
Oracle BI’s Common Enterprise Information Model allows users to define complex business measures
— such as market share changes versus a year ago or sales percentage changes versus a year ago
— in calculations. Some of the key features of Oracle BI business measures are:
Complex Business Measures: are a challenge to compute in SQL or in most commonly used
reporting products because they either: (i) involve "row to row" comparisons, something SQL
was not designed to do, or (ii) involve queries that combine multiple levels of aggregation. The
Oracle BI Server allows complex business measures to be calculated at query execution time
without having to pre-calculate and store data.
Eliminates Time-based Reporting Tables: The Oracle BI Server eliminates the need to
create and store complex time-based reporting tables. For instance, most organizations have
tables structured with N*M columns representing the last N periods of data for M measures
plus N*M more showing the variance from last year and so on. Oracle BI Server makes these
measures available by simply defining them in Common Enterprise Information Model
metadata, thereby eliminating the need to build and physically maintain such tables.
Derived Measures: Oracle BI Server simplifies the use of derived measures, i.e. measures
that are computed on a query result set, such as ranks, Ntiles, standard deviations, running
totals, moving averages, and moving medians. These derived measures are difficult to
compute in SQL but are very useful — moving average and moving median are valuable
functions for smoothing data and discerning trends. Oracle’s Common Enterprise Information
Model allows users to define new formulas using existing measures.
BI Office Integration
The Oracle BI Foundation Suite provides a full-range of Office integration capabilities. Office
integration enables information from the Oracle BI Server, Analysis & Reporting, Interactive
Dashboards, and BI Publisher to be available from the Microsoft Office environment, embedding up-
to-the-minute corporate data in Microsoft Word, Excel, and PowerPoint documents. Users can share
these Office documents with others over the web for collaborative decision-making.
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Business users can waste a lot of time trying to cut and paste corporate data into their Microsoft Office
documents. They need to determine
How to keep data in Microsoft Office current to avoid issues with data accuracy;
How to protect data so that it does not get into the hands of unauthorized users.
BI Office Plug-In
The BI Office Plug-in allows business users to add business intelligence information into Microsoft
Office documents saving time; eliminating data accuracy problems; providing self-service access to
information; and securely sharing information with co-workers with appropriate context.
The BI Office Plug-In integrates with the familiar Microsoft Office environment to provide business
users with an easy and efficient way to embed accurate, updateable data into their documents,
spreadsheets, and presentations. Resulting Office documents can be shared securely with others for
collaborative decision-making. The BI Office Plug-In simplifies security, is easy to install via the auto-
update mechanism of Microsoft Office, and eliminates data inaccuracy with the live update feature.
Oracle Smart View for Office extends the capabilities of the BI Office Plug-in. Smart View provides
direct access to Oracle Essbase, the Oracle Hyperion Enterprise Performance Management (EPM)
Applications, and also to the Common Enterprise Information Model via the Oracle BI Server. Smart
View provides the ability to integrate EPM & BI data directly from the data source into Microsoft Word,
Microsoft PowerPoint, and Microsoft Outlook and the capability to synchronize information between
Microsoft Word, Excel and PowerPoint.
Smart View is the tool of choice for power users when interacting with Essbase applications. For
Essbase users, Smart View offers powerful free-form analysis, powerful pivot capabilities, zoom in-out,
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member selections, keep/remove members, full-access to Essbase metadata, write-back capabilities,
and direct access to Essbase calculation scripts.
Most business intelligence applications include an element of spatial, or geographic, data with
revenue and performance data often analyzed in terms of dimensions such as customer location,
geography, and territory/region. Oracle Database, Enterprise Edition, with the included Oracle Locator
feature and the Oracle Spatial database option, can store spatial data such as maps and points of
interest along with your data for analysis, and the Oracle Fusion Middleware MapViewer feature can
render this spatial data in the form of Web-based interactive maps.
Oracle Business Intelligence Enterprise Edition 11g, is pre-integrated with MapViewer and gives you
the ability to create business intelligence analyses and dashboards that include maps.
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Both spatial data as well as maps layers existing can be imported into Oracle database to enable this
functionality. Users can interact with data in the map with the ability to zoom in/out, and move across
the regions, where they can see colours or graphs indicating performance on the map itself. The map
will be fully integrated with the analysis which enables users to click on a region to filter all
reports/KPIs in the dashboard page with the same selected region, this will make it easier for decision
makers to drill down and do root cause analysis directly from the map.
Scalability
Oracle BI has a number of performances, scalability, and reliability optimizations to provide optimal
performance and scalability whether users are constructing new analyses; changing the visualization
of an existing analysis; or refreshing several analyses embedded on a single dashboard. The most
important performance and scalability features are:
Connection Pooling
Clustering Support
Due to Oracle Endeca Server’s stateless design, any Oracle Endeca Server replica on one server can
reply to queries independently of a replica on other Oracle Endeca Servers. Consequently, adding
replicas of Oracle Endeca Servers provides redundancy and improves query response time. If a
server goes down, an Oracle Endeca Server replica provides redundancy by allowing other servers in
the environment to continue to respond to queries. In addition, total response time is improved by
using load balancers to distribute queries to replica Oracle Endeca Servers on any of the additional
servers.
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Oracle BI infrastructure can be scaled out, Oracle Exalytics In-Memory Machine can scale out to
accommodate more work load by having adding Machines to the architecture and load balancing
workload across the new setup. Same applies for Oracle Big Data Appliance, using multiple Big Data
Appliance Racks will scale out the architecture and expand the storage capability of accommodated
data in Big Data Infrastructure.
Security
Oracle Business Intelligence is tightly integrated with the Oracle Fusion Middleware Security
architecture and delegates core security functionality to components of that architecture. In Oracle
Business Intelligence authorization is controlled by a security policy defined in terms of application
roles.
Instead of defining the security policy in terms of users in groups in a directory server, Oracle
Business Intelligence uses a role-based access control model. Security is defined in terms of
application roles that are assigned to directory server groups and users (i.e., the default application
roles BIAdministrator, BIConsumer, and BIAuthor).
Application roles represent a functional role that a user has, which gives that user the privileges
required to perform that role. For example, having the Sales Analyst application role might grant a
user access to view, edit and create reports on a company's sales pipeline.
This indirection between application roles and directory server users and groups allows the
administrator for Oracle Business Intelligence to define the application roles and policies without
creating additional users or groups in the corporate LDAP server. Instead, the administrator defines
application roles that meet the authorization requirements and assigns those roles to preexisting users
and groups in the corporate LDAP server.
In addition, the indirection afforded by application roles allows the artifacts of a business intelligence
system to be easily moved between development, test and production environments. No change to
the security policy is needed and all that is required is to assign the application roles to the users and
groups available in the target environment.
Administrators can assign privileges to uses as per required, security can be managed at object and
data levels. In Oracle BI access to dashboards, reports, scorecards, and any other BI artifacts can be
controlled. Access to specific subject areas, cubes, tables, columns, and rows can also be easily
configured making it possible to have different organization units, or end users from different countries
or LOBs access same reports but access only relevant data.
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Oracle WebLogic Server
Oracle WebLogic Server Enterprise Edition is the application server of choice for modern data
centers. It takes full advantage of the latest hardware architectures including 64-bit addressable
memory, multi-core computing systems and high-speed networks. Enterprise IT teams can now
consolidate and standardize applications and services onto a pool of highly available, fast, and easy-
to-manage instances of Oracle WebLogic Server to gain more agility, efficiency, and business
alignment.
Oracle WebLogic Server Enterprise Edition helps enable IT infrastructure that keeps running even as
load on the system fluctuates. To ensure superior application performance, unmatched deep
diagnostics capabilities can be used on production systems without affecting runtime performance.
These and other features of Oracle WebLogic Server Enterprise Edition are engineered to support
modern data centers with maximum uptime at minimum cost.
High Availability
Easy configuration changes, incremental update (FastSwap), and rolling upgrades are just a few of
the capabilities that help keep systems available even while making changes. Sophisticated yet easily
managed is another hallmark of Oracle WebLogic Server Enterprise Edition. Clustering instances of
Oracle WebLogic Server together enables many capabilities that kick in when a server abruptly goes
offline. Features such as whole-server migration, automatic service migration, and the transaction
recovery service are invoked when server health degenerates. Built-in software load balancing, server
self-monitoring, and overload protection help avoid failure altogether. If necessary, Oracle WebLogic
Server Enterprise Edition can failover across metropolitan area networks (MANs) and wide area
networks (WANs) in support of disaster recovery procedures. And supporting active-active application
deployments, Oracle GridLink for Oracle Real Application Clusters (RAC) adds advanced new
capabilities to integrate Oracle RAC with Oracle WebLogic Server Enterprise Edition. Active-active
deployments offer the highest levels of application availability.
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Enterprise-wide system messaging
Reliable messaging between systems is critical for applications and modern data centers. Oracle
Enterprise Grid Messaging builds on the Java Message Service (JMS) standard to include high
performance and reliability as well as connectivity to non-Java clients such as C#/.NET. Advanced
features include automatic migration of JMS-related services from a failing server to a healthy server,
reliable messaging via store-and-forward, and unsurpassed performance when persisting messages
to disk. Further, JMS now interacts with Oracle’s database-integrated messaging via Oracle Streams
Advanced Queuing (AQ). When coupled with Oracle RAC, Oracle AQ offers even higher levels of
messaging performance.
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Monitoring and Management
The Oracle WebLogic Server Administration Console is the starting point for essential operations,
administration, and management. It enables simplified access to all the functions of Oracle WebLogic
Server and includes built-in intelligence to help prevent human configuration errors. For those averse
to graphical user interface (GUI) tools, Oracle WebLogic Scripting Tool (WLST) enables command-line
control over Oracle WebLogic Server. Oracle Fusion Middleware Real Operations Insight augments
the Console to further monitor and manage Oracle WebLogic Server Enterprise Edition. The included
Enterprise Manager Diagnostics Pack for Oracle Middleware improves availability and performance
while providing in-depth diagnostics for Java applications with low overhead. It enables administrators
to monitor application performance and learn about problems ahead of time. Administrators can
diagnose the root cause of problems such as application crashing and application hanging in
production environments, which may impact businesses severely. In addition, the Composite
Application Manager delivers sophisticated composite application performance management. This is
particularly useful when deploying services in support of service-oriented architecture (SOA).
Many customers are deploying Rich Enterprise Applications (REAs) that combine the best of Web
applications and traditional desktop applications. Asynchronous JavaScript and XML (AJAX) is a
popular technology that helps enable client applications requiring a high degree of usability and
fidelity. On the server end, Oracle WebLogic Server Enterprise Edition includes an HTTP publish-and-
subscribe server that can communicate with REAs asynchronously. This enables information updates
to be pushed from the server to the client without the user needing to refresh their browser or Web
application. In addition, the optionally available Oracle Web Cache optimizes and compresses HTML
and XML traffic for radical performance gains even over low bandwidth networks. Streaming data can
be lifted from the high-performance Java Message Service (JMS) messaging queue on the server and
sent to a client web application via HTML over HTTP, with the resulting user experience being similar
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to, or even better than, that of a desktop application—but without the desktop application installation
and updating concerns and without adversely affecting network performance.
Tooling
Building services, applications or REA’s has never been better. Oracle WebLogic Server supports the
comprehensive Oracle JDeveloper integrated development environment (IDE) which supports a
declarative, model-driven development process. Build more rapidly and enable business users the
ability to modify deployed applications to suit their needs. Also supported is the Oracle Enterprise
Pack for Eclipse. Developers can choose to use their preferred tool and access the vast number of
available Eclipse plug-ins.
Oracle TopLink provides object-relational mapping (ORM) capabilities in WebLogic Server Enterprise
Edition. Converting information stored in databases such that it is consumable by Java applications is
essential to most enterprise applications. TopLink offers both data integrity and high performance,
ensuring data remains reliable.
In effect this provides a validated and cleaned offline copy of the source data in the data warehouse.
Once in the warehouse, transformations are performed to re-shape the data into its target output
format. The extract and load process can be isolated from the transformation process. This has a
number of benefits. Isolating the load process from the transformation process removes an inherent
dependency between these stages.
In addition to including the data necessary for the transformations, the extract and load process can
include elements of data that may be required in the future. Indeed, the load process could take the
entire source and load it into the warehouse. Separating the processes enables the project to be
broken down into smaller chunks, thus making it more predictable and manageable.
Performing the data integrity checks in the staging area enables a further stage in the process to be
isolated and dealt with at the most appropriate point in the process. This approach also helps to
ensure that only cleaned and checked data is loaded into the warehouse for transformation. Isolating
the transformations from the load process helps to encourage a more staged approach to the
warehouse design and implementation.
Oracle Data Integrator EE 11g delivers high-performance data movement and transformation among
enterprise platforms with its open and integrated E-LT architecture. Including built-in connectivity to all
major databases, data warehouses, service oriented architectures, business intelligence, Oracle Data
Integrator Enterprise Edition helps lower total cost of ownership among data-centric architectures. An
easy-to-use interface combined with a rich extensibility framework helps improve productivity and
lower development costs. Oracle Data Integrator Enterprise Edition is fully integrated with Oracle
Fusion Middleware, Oracle Database, and Oracle Exadata.
For heavy transformation needs, Oracle GoldenGate can be combined with Oracle Data Integrator
EE’s ELT capabilities. In these configuration’s, Oracle GoldenGate handles the real-time, continuous
data capture, or the “E” part of the ETL or ELT process, without impacting the source systems.
Moreover, Oracle Data Integrator transparently handles incremental loads and slowly changing
dimensions, manages data integrity and consistency, and analyzes data lineage. Oracle Data
Integrator Enterprise Edition can be used as a single ETL/ELT tool to standardize on for DWH and BI.
BI Apps 11.1.1.7.1 is the first major release of BI Apps to support ODI as the ETL for all of the major BI
Applications.
Ultimately using the ODI for BI Apps can add the following values:
An all Oracle technology stack means better technology, and standardize on a single ETL/ELT
tool
ODI is faster than Informatica,
ODI is simpler and cheaper to deploy with BI Apps.
Oracle Data Integrator Enterprise Edition can work with any Business Intelligence system, but it is
especially optimized to work with Oracle Business Intelligence Suite (OBIEE Suite). A few of those
specific optimizations include:
Out of the box report to Source Lineage – easily drill back from your dashboard to data details
about where it came from and which transforms were applied
Data Warehouse Optimizations – OBIEE Suite and ODI leverage optimized SQL and native DB
Utilities for heterogeneous Data Warehouse systems like Oracle RAC, Teradata, Netezza and DB2
Process and Workflow Components – leverage Business Processes from OBIEE Suite and SOA
Suite with the same Oracle BPEL Process Manager orchestration engine and workflow engine
Deployment Optimizations – using ODI with OBIEE Suite can reduce the required hardware by 75%
and setup time by 50%
OID-EE is the ideal solution for Oracle Business Intelligence because it is the highest performance
data integration engine and because it is heavily optimized for the Oracle BI technology footprint.
Can also work with Oracle GoldenGate to consume feeds from multiple sources, these can enable
true real-time BI capabilities.
Oracle is a leader in the Data Integration market, with the industry’s most comprehensive fully-
integrated offering for data integration, including Oracle Data Integrator Enterprise Edition, Oracle
GoldenGate and Oracle Enterprise Data Quality. Oracle’s Data Integration solutions provide
continuous access to timely, trusted, and heterogeneous data across the enterprise to support both
analytical and operational data integration.
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New capabilities included in Oracle Data Integrator Enterprise Edition 12c include:
Superior productivity with a new flow-based declarative user interface. The enhanced user
experience is simple yet powerful and comprehensive; the ability to seamlessly reuse mapping
logic speeds up development and overall time to solution.
Improved parallelism functionality increases Oracle Data Integrator’s already high performance
architecture.
High performance E-LT capabilities integrated with Oracle GoldenGate enable faster and more
efficient loading and transformation of real-time data into a data warehouse.
Customers can now easily configure and deploy real-time data warehousing solutions without
impacting source systems or batch window dependencies.
Improved interoperability with Oracle Warehouse Builder, providing the foundation for
customers to start migrating to Oracle’s strategic Oracle Data Integrator platform.
Direct integration into Oracle Enterprise Manager Cloud Control 12c for improved IT
productivity in monitoring Oracle technology and applications from one central location.
Extended Big Data support in unifying integration tooling via industry standards across
unstructured/semi-structured and structured data.
Oracle Data Integrator Enterprise Edition addresses multiple enterprise data integration needs.
Big Data—by providing prebuilt integration with Big Data technologies, such as HDFS and Hive,
businesses are able to leverage additional sources of data previously too large and unwieldy to gain
benefits from. Oracle delivers integration for Big Data technologies leveraging a metadata driven
process while enabling data integration resources to easily manage how Big Data is extracted, loaded,
and transformed.
Service-Oriented Architecture (SOA)—by calling on external services for data integration and by
deploying data services and transformation services that can be seamlessly integrated within an SOA
infrastructure. Oracle Data Integrator’s architecture additionally provides support for high-volume,
high-performance bulk data processing to an existing service-oriented architecture.
Migration—by providing efficient bulk load of historical data (including complex transformations) from
existing systems to new ones Oracle GoldenGate then seamlessly synchronizes data for as long as
the two systems coexist, and Oracle Data Integrator continues to complement as needed for
transformations.
Oracle Data Integrator Enterprise Edition’s Extract, Load, Transform (E-LT) architecture leverages
disparate relational database management systems (RDBMS) engines to process and transform the
data. This approach optimizes performance and scalability and lowers overall solution costs.
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Instead of relying on a separate, conventional ETL transformation server, Oracle Data Integrator
Enterprise Edition’s E-LT architecture generates native code for disparate RDBMS engines (SQL, bulk
loader scripts, for example). The E-LT architecture extracts data from the disparate sources, loads it
into a target, and executes transformations using the power of the database. By leveraging existing
databases and database expertise, Oracle Data Integrator Enterprise Edition provides unparalleled
efficiency and lower cost of ownership. By reducing network traffic and transforming data in the
database containing the target tables, the E-LT architecture delivers the highest possible performance.
Heterogeneous Support
Oracle Data Integrator Enterprise Edition provides heterogeneous support for 3rd party platforms,
data-sources, and data warehousing appliances. While Oracle Data Integrator Enterprise Edition
leverages optimizations for Oracle Database to perform E-LT data movement, transformation, data
quality and standardization operations, Oracle Data Integrator Enterprise Edition is fully optimized for
mixed technologies including: sources, targets and applications, etc.
Oracle Data Integrator Enterprise Edition 12c introduces a new declarative flow-based user interface
for enhanced user experience and productivity. The new user interface combines the simplicity and
ease-of-use of the declarative approach with the flexibility and extensibility of configurable flows. This
blend simplifies common data integration design and deployment use cases, shortening
implementation times. Data integration designers describe source and target data formats and data
integration processes. The business user or the developer can focus on describing what to do, not
how to do it. Oracle Data Integrator Enterprise Edition generates, deploys and manages the code
required to implement those processes across the various source and target systems. The paradigm
is also enriched with the ability to seamlessly reuse mapping logic during development, giving
developers a simpler and more efficient technique for providing solutions to their completion.
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Knowledge Modules Provide Flexibility and Extensibility
Knowledge Modules are at the core of the Oracle Data Integrator Enterprise Edition’s architecture.
They make all Oracle Data Integrator Enterprise Edition processes modular, flexible, and extensible.
Knowledge Modules implement the actual data flows and define the templates for generating code across the
multiple systems involved in each data integration process. Knowledge Modules are generic, because they
allow data flows to be generated regardless of the transformation rules. At the same time, they are highly
specific, because the code they generate and the integration strategy they implement are explicitly tuned for a
given technology. Oracle Data Integrator Enterprise Edition provides a comprehensive library of Knowledge
Modules, which can be tailored to implement existing best practices ranging from leveraging heterogeneous
source and/or target systems, to methodologies for highest performance, for adhering to corporate standards,
or for specific vertical know-how. By helping companies capture and reuse technical expertise and best
practices, Oracle Data Integrator Enterprise Edition’s Knowledge Module framework reduces the cost of
ownership. It also enables metadata-driven extensibility of product functionality to meet the most demanding
data integration challenges.
Oracle Data Integrator Enterprise Edition integrates to Oracle Fusion Middleware as a platform.
Oracle Data Integrator Enterprise Edition provides its run-time components as Java EE applications,
enhanced to fully leverage the capabilities of the Oracle WebLogic and Oracle Coherence. Oracle
Data Integrator Enterprise Edition components include exclusive features for Enterprise-Scale
Deployments, high availability, scalability, and hardened security.
High-Availability (HA) and Scalability is fully supported via clustered deployments for Java EE
components. Oracle Data Integrator Enterprise Edition components deployed in WebLogic Server
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benefits from the capabilities of clustering for scalability, including JDBC connection pooling and load
balancing. In addition to the cluster-inherited HA capabilities, the run-time agent also supports a
connection retry mechanism to transparently recover sessions running in repositories that are stored
in HA-capable database engines such as Oracle RAC.
Oracle Data Integrator Enterprise Edition simplifies complex data-centric deployments by improving
visibility and control for with a unified set of management interfaces.
The Oracle Data Integrator Enterprise Edition Console leverages the Oracle Application Development
Framework (ADF) and Ajax Framework for a rich user experience. Using this console, production
users can set up an environment, export and import the repositories, manage run-time operations,
monitor the sessions, diagnose the errors, browse design-time artifacts and generate lineage reports.
In addition, this interface integrates seamlessly with the Oracle Enterprise Manager Fusion
Middleware Control Console and allows administrators to monitor from a single screen not only their
data integration components but their other Fusion Middleware components as well.
To help minimize the value of Oracle Data Integrator, Oracle offers the Management Pack for Oracle
Data Integrator. This leverage Oracle Enterprise Manager Cloud Control’s advanced management
capabilities, to provide an integrated and top-down solution for your Oracle Data Integrator
environments by providing a consolidated view of your entire Oracle Data Integrator infrastructure
enabling users to monitor and manage all of their components centrally from Oracle Enterprise
Manager Cloud Control.
Completely re-architected solution leveraging the power of Oracle Data Integrator as well as new out-
of-the-box tools to increase productivity and drive down TCO. This component was designed as part
of the prebuilt components of Oracle Business Intelligence Analytics, which provide the Adapters to
the different modules of Oracle E-Business Suite and preconfigured ELT projects to load and
transform OLTP data from EBS directly into the Data Warehouse.
Leveraging the power of ODI, the new release enables customers to increase IT efficiency and reduce
costs with a comprehensive data integration platform that covers all data integration requirements.
Amongst the benefits of leveraging the ODI architecture:
Configuration Manager (BIACM) provides a centralized Web based Administrative User Interface to
simplify the setup and maintenance of an Oracle Business Intelligence Applications environment.
Configuration Manager Works in conjunction with Functional Setup Manager to provide guided Tasks
to configure Offerings and Functional Areas.
Functional Setup Manager (FSM) provides a Web based Administrative User Interface to track and
manage implementation projects and their required functional setup steps.
Functional Setup Manager generates a list of configuration tasks specific to the Offering and
Functional Area(s) that were selected. These tasks can be assigned to different functional developers
and the status of the Oracle BI Applications implementation project can be monitored in FSM. Setup
UIs guide functional developers through the performance of each task.
Oracle Functional and Setup Manager tracks functional implementation projects and their required
setup steps
BI Applications ETL Validation verifies ETL results after every ETL run by comparing source data to
Warehouse data. The validation tool generates validation reports and supports multiple validation
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types and scenarios. A new optional pre-packaged solution, that leverages Golden Gate, eliminates
the need for an ETL batch window and minimizes the impact on the OLTP system, while providing
near real-time reporting and enabling more reliable change data capture and delete support. A new
Data Lineage tool, allows customers and implementers to track lineage from source to target –
improving information transparency across their enterprise.
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5. TEAM COMPOSITION AND TASK ASSIGNMENT
Gabriel M. Performance Gabriel is an institutional development and Human Resource expert. He has a lot Development of performance
Musilu Management of professional experience in Public and Private sector development policies and management frameworks/tools
Expert programmes focusing on Strategic Planning; Organizational Development and
Systems Strengthening ; Job evaluations, systems strengthening; capacity
development and training; Development of performance management
frameworks/tools; Organizational assessment and workload analysis; Salary
review; Development of Strategic plans for various government Ministries, state
corporations, private sector institutions; Co-operative societies ; Research
institutes and Non Governmental Organizations. He has been involved in high
profile consultancy focusing on institutional development and restructuring;
feasibility studies and training programmes; Civil service rationalization
programme various Ministries for the Government of Kenya and other African
countries He is experienced in strategic planning; design and developing of
Government policy papers including strategic plans, M&E for various ministries
on reforms, technical specification. He has provided advisory services including
strategic planning, review of organization structure and manning levels,
development systems, conducting implementation, restructuring, staf
rationalization.
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Name of Staff Position Area of Expertise Task Assigned
Emmanuel Performance Emmanuel is a Human Resource expert. He has a lot of professional experience in Development of performance
Khaemba Management Public and Private sector development policies and programmes focusing on management frameworks/tools
Expert Strategic Planning; Organizational Development and Systems Strengthening ; Job
evaluations, systems strengthening; capacity development and training;
Development of performance management frameworks/tools; implementation,
restructuring, staf rationalization.
Owino Magana Performance A strategic leader with a record of accomplishment in developing and overseeing System Configuration
Management the implementation of corporate ICT strategic plans to support core business and Requirement Analysis
Systems management information requirements in the public, private and NGO sectors, in System Verification (if outsourced from
Expert alignment with applicable corporate policies and standards. A big-picture project Vendor)
management professional with a passion for ensuring that outputs from strategy Training of Trainers
execution bring about outcomes consistent with set strategic objectives and
desired long term impact.
using Microsoft .NET Framework Develop capacity of ministry of devolution Secretariat and ministry of
1.0,2.0, 3.5,4.0 with AJAX, ASP.NET, devolution implementing institutions to ensure efective utilization of
ADO.NET, C#, HTML, LINQ, Entity the system.
Framework, Jquery, Worked on
Project manager overseeing development of the online database
Development of reports using Crystal
system,
Reports, Worked on Performance Tools
like FxCop, StyleCop, Resharper, User Acceptance and testing, deployment and after delivery support.
2. Support staff
We pride ourselves with an experienced task force that has the desired and relevant know-how
required to undertake project management, system review, system development and quality
assurance
Below we present brief profiles of proposed team members. Their detailed curriculum vitae are
annexed to this proposal.
Staff Description
Atul is our lead partner in risk management
services. His experience spans a wide range of
Atul Shah industries including manufacturing.
Felix Owili Felix is a lead software Architect and Developer, from system design to
implementation. He has vast experience in both mobile application
development and online based software system. He has worked for
Staff Description
MSc Mobile various organization, from 2009-2011 he worked as a lead software
Telecommunication developer for MyIT Provider Limited (software development company)
and innovation Where he was in a team that developed several Distribution enterprise
software systems for clients such as coca cola, Safaricom among
others. From 2011 -2013 he worked for German international
cooperation (GIZ) for a project under the ministry of fisheries
BSc in Computer department as an ICT Expert and Project manager where he
Science successfully developed and implemented efish information system for
the fisheries sector.
Paul Macharia
Paul is an I.T. consultant and has vast experience in progressive IT
environments. He has undertaken projects cutting across a number of
sectors including Financial, Banking and Hospitality.
BBIS
Having worked as a consultant, he has been widely exposed to
CCNA activities such as IT strategy formulation, IT audit and assurance
reviews, systems analysis and requirements specifications, COTS
systems selection, contract negotiations, systems Implementation and
project management. He has also been involved in the systems
Junior IT Expert installation, configuration and testing, user acceptance testing, vendor
due diligence as well as training and documentation.
James Nganga James, is our Team Leader. His experience spans a wide
B.SC (Computer range ofindustries including NGOs.James has over 15 years of
Science), professional experience in IT Solutions mapping, IT audits,
MCSE, infrastructure designs and deployments, project management,
CCNA,PMP systems re-engineering projects, software development
Project Manager projects, security systems development and deployment etc.
gained from working in various countries in the region including
Kenya, Uganda, Rwanda, South Africa, Ethiopia, Djibouti and
Somalia.For this assignment in particular, he shall oversee the
entire service delivery including the deployment. He will be the
main point of Contact for the management and a source of
technical and general advice to both SNV andthe technical team.
ANNEX 1: CURRICULUM VITAE (CV) FOR PROPOSED PROFESSIONAL STAFF
ATUL SHAH
LEAD PARTNER
PROPOSED POSITION: Consulting Partner
NATIONALITY: Kenyan
Quality Assurance, internal audit programmes review, reports review and reporting
He will be the Project Manager and the contact person for this assignment
EDUCATION
PROFESSIONAL MEMBERSHIPS
EMPLOYMENT RECORD
Bharti Airtel-2014
PKF was approached by ANB Consulting Company PVT Ltd to assist them with undertaking
internal audits for Africa operations on behalf of their client Bharti Airtel. PKF was to provide
Senior and Support staff to undertake audits in 18 African countries. Atul is the Chief Audit
Executive and the Partner in charge.
PKF was appointed as internal auditors to Directline to assess risks within the organization and
make the adequacy of controls present. The scope of work included comprehensive planning and
scoping phase which included developing a risk register, an audit charter and an audit plan for the
Board audit committee for approval. We then undertook the audit in line with the approved audit
plan and the outcome was an audit report and discussions on the various management action
plans to be undertaken. We are currently the internal auditors of this company. Atul is the Chief
Audit Executive and the Partner in charge.
We were appointed as internal auditors to the company, requiring the introduction of the internal
audit institutional framework. We developed a comprehensive risk register, audit charter and audit
plan which were approved by the Board and a go ahead on the audit was given. We are currently
the internal auditors of this company. Atul is the Chief Audit Executive and the Partner in charge.
Kzanaka Ltd appointed PKF Consulting Limited as their internal auditors to conduct the internal
audit of their subsidiaries namely, Cooper K-Brands Limited, Hewton Limited and Mashiara Park
Limited. Atul is the Chief Audit Executive and the Partner in charge.
PKF Consulting Ltd was appointed as internal auditors to the company requiring the development
of the Internal Audit Charter, performing Internal Control Assessment, establishing and setting up
of Internal Audit function, designing of Annual work plan and audit programs. Atul is the Chief
Audit Executive and the Partner in charge.
We were appointed as internal auditors to the company, requiring the development of the internal
audit function, performing the internal audit procedures and reporting to the Board on a regular
basis. We are currently the internal auditors of this company. Atul is the Chief Audit Executive and
the Partner in charge.
Blowplast Limited-2013-2014
Thermopak limited-2013-2014
We were appointed as internal auditors to the company, requiring the review and strengthening of
the internal audit institutional framework. In addition we were also to perform co-sourced internal
audit function and report to the internal audit committee. Atul was the Partner in charge of this
assignment.
PKF Dubai office were appointed as internal auditors to the company, entailing the development
of the internal audit function, performing the internal audit procedures and reporting to the Board
on a regular basis. They delegated this function to our local office. Atul was the Partner in charge
of this assignment.
We were appointed as internal auditors to the company, requiring the development of the internal
audit function, performing the internal audit procedures and reporting to the Board on a regular
basis. Atul was the Partner in charge of this assignment.
Middle East Bank Ltd (MEB), 2005-2006, Kenya
Middle East Bank was seeking internal audit service providers of outstanding calibre and integrity
to provide Middle East Bank Kenya Limited with the quality and assurance needed.
PKFConsulting Ltd was appointed in this regard, and Atul was Project Director.
East African Cables (EAC) is a Kenyan-based public company quoted on the Nairobi Stock
Exchange. It deals in the manufacture and sale of electrical cables and conductors. The
management had produced a manual for internal procedures to ensure the reporting of complete
and accurate accounting information and compliance with internal rules and regulations. The
management of EAC approached PKF Consulting to review the Internal Accounting Manual
prepared by them. This document was to be used by management to bridge any gaps in the
internal controls at EAC. Atul was Project Director.
Investigative Audits
Middle East Bank (Kenya) Ltd & Biashara Bank of Kenya Ltd - Performed the special audits
for the Central Bank of Kenya on the following banks at the request of IMF,
Kenya Airways - Fraud investigation initiated by the Ministry of Finance,
Kenya.
Certification:
I, the undersigned, certify that these data correctly describe me, my qualifications, and my
experience.
EMPLOYMENT RECORD
DATE COMPANY POSITION
2014-Present PKF Consulting Head Oracle Practice
2012-2014 NTT Data Corporation Associate Director
2006-2012 Computer Sciences Corporation India Program Manager
2004-2006 Oracle India Pvt Ltd Senior analyst
2001-2004 VED Software Inc, USA Oracle Consultant
2000-2001 SATYAM Computers Team Leader
1999-2000 3i Infotech Implementer and developer
1998-1999 MAARs Software, Chennai Implementer and developer
Over 16 years of comprehensive experience in the areas of Sales, Consulting & Program
Management
Currently associated with an African MNC IT Services Company Techno Brain Corporation,
Kenya as head of Oracle Practice.
Working with the key ERP practice and Region marketing leaders to spearhead pipeline
impact strategies
Devising, Managing and supporting key go-to-market plans around ERP Applications.
Replicating adoption of best practices on global scales, enabling key sales teams for go-to-
market strategies to drive SMB sales and enterprise sales with strategic approaches.
Enabler for country marketing leads for leveraging global best practices and approaches
Focus on pipeline impact approaches working with select growth market countries. Helping
devise, enable Multi Million Dollar worth of direct pipeline generation through active market
programs
Apr’12- Feb’14
Associate Director, ERP Practice
Responsible for managing and leading sales & business development, pre-sales,
solutioning and go-to market strategy for the US – W est Coast and Australian
regions
New business development by aligning with global sales team and senior leadership
teams
Presales and solutioning for Oracle practice including solution defense and
solution architecture
Help manage NTT DATA‟s ERP business enablement for US west regions and
Global corporate strategic accounts.
-Country sales strategy
-Business planning
-Deal management
-Governance
-Market approach
Solution Lead, coordination and creation of ERP solutions for proposals
Sales Campaign Management
Collaterals development and marketing support
Part of W inning bids with revenues totaling over $10 M
Computer Sciences Corporation India Pvt. Ltd
SA Jan’01- Oct’04
Project Leader/Oracle Consultant
Played vital roles such as Implementer, Developer, Team Leader and as a ERP
Consultant from
VED software to various US companies including the below
Deftly handled the following projects;
Oracle Apps 11i – Support for GAP,CA (Jan‟03 – Oct‟04) including
oracle customizations and vendor management
Oracle – retail applications for TJ Maxx, Farmington MI (Jul‟01-
Jan‟03), provided and supported retail solutions for the customer
across locations
Oracle Migration – Purchasepro.com, Las Vegas NV (Jan‟01
– Jun‟01)
3i Infotech, Chennai
Nov’99- May ‘00
Implementer and Developer
CERTIFICATION
I, the undersigned, certify that to the best of my knowledge and belief, this CV correctly
describes myself, my qualifications and my experience. I understand that any wilful
misstatements described herein may lead to my disqualification or dismissal, if engaged.
PROFESSION: IT Consultant
NATIONALITY: Kenyan
EDUCATION
EMPLOYMENT RECORD
2014 Jan – 2014 Sept Talek and Lighting Company Fiber Engineer
Kenya
LANGUAGES
KEY QUALIFICATIONS
MediCare Limited
Jan 2014-Nov 2014
Software Engineer
Duties include:-
System Design, development and implementation
System Documentation
System Integration
Technical support and advisor
Business process analysis for clients
Sourcing of projects and negotiating contract with clients
Providing ongoing project analysis, communicate to clients on project status, identify
and resolve project issues and constraints
Managing project resources, teams, progress, completion timeframes and budgets
Business process analysis for clients
ICT Expert
Duties include:-
Assist the MoFD (Ministry of Fisheries department) with the development of database
for
Lake Victoria Resources and ensure quality data entry and data integrity.
Designing and developing mobile based data collection system
Assist MoFD in the development of a GIS system and a fish market information system
Support data collection efforts at Beach, Divisional and District level
Support MoFD in data analysis with regular feedback to the fishery community,
ministry officials and other stakeholders
Assist in the compilation of Maps, special studies and /or surveys as required by
the management
Provide advice and guidance to MoFDs staff and on ICT systems
Oversee, plan and monitor all ICT services and activities
Provide advice and guidance to MoFDs staff on ICT systems
Service and maintenance of ICT hardware
Assist in the production of MoFD planning and reporting (monthly ,quarterly and annual)
GIS mapping applications development for the beaches
System Development
(MIS)
MyIT Provider Limited
June 2009-June 2011
System Developer
Duties include:-
System Development
System Backend Development
System Documentation
System Integration
Achievements
MyIT Provider Limited 2009-2011
Felix worked as a lead software developer for MyIT Provider Limited (software
Development Company) where he was in a development team that developed several
Distribution enterprise software systems, Management information system, Mobile
applications for clients such as coca cola, Safaricom among others.
GIZ 2011-2013
He worked for German international cooperation (GIZ) for a project under the ministry of
fisheries department as an ICT Expert and Project manager where he successfully developed
and implemented efish information system (fish market information system) for the fisheries
sector.
CERTIFICATION
I, the undersigned, certify that to the best of my knowledge and belief, this CV correctly
describes myself, my qualifications and my experience. I understand that any wilful
misstatements described herein may lead to my disqualification or dismissal, if engaged.
NATIONALITY: Kenyan
EDUCATION
EMPLOYMENT RECORD
Kenya
LANGUAGES
KEY QUALIFICATIONS
PKF Consulting Ltd is the I.T Systems Security Auditor for TransUnion (Credit Reference
Bureau Africa) and Paul was a member of the team that did the assignment.
PKF Consulting Ltd was appointed by to conduct a Systems Security Audit for DirectLine
Assurance. Paul was an I.T Audit Assistant on the assignment.
PKF Consulting Ltd is the I.T Systems Security Auditor for Metropol (Credit Reference
Bureau) and Paul was a member of the team that did the audit. He was the IT Audit
assistant.
PKF Consulting Ltd was appointed by Old Mutual Co Ltd to conduct a Due Diligence of
Faulu Kenya DTM Ltd. Paul was the lead I.T consultant on the assignment.
PKF Consulting Limited was contracted to carry out a project audit on a PCA agreement
between UNICEF Kenya and Merlin Kenya to supply training on healthcare in Northern
Kenya. Paul was an audit assistant on the scoping of the assignment.
PKF Consulting Limited was contracted by The Nairobi Hospital to carry out a Human
Resource audit on the staff at the hospital. Paul was part of the team that carried out the
audit.
PKF Consulting Limited was contracted to carry out a project audit on a PCA agreement
between UNICEF Kenya and International Rescue Committee Kenya to supply training on
healthcare in Northern Kenya. Paul was an audit assistant on the scoping and field work
data collection of the assignment.
CERTIFICATION
I, the undersigned, certify that to the best of my knowledge and belief, this CV correctly
describes myself, my qualifications and my experience. I understand that any wilful
misstatements described herein may lead to my disqualification or dismissal, if engaged.
NATIONALITY: Kenyan
EDUCATION
LANGUAGES
EMPLOYMENT RECORD
As the CEO and director of Valforma IT Consulting Ltd, James has built strong
partnerships in the IT industry. This has seen Valforma ITC become a leading and
recognized partner with among others Microsoft, Cisco, VCE (VMware, Cisco and EMC),
Epicor and Kaspersky. Under his leadership Valforma ITC has established locations in
Somaliland, Tanzania and Rwanda.
A World Bank funded project to implement a One Stop Shop in the Ministry of commerce
of Somaliland. This project was to automate the way new businesses are registered in
Somaliland and also enhance revenue collection for the government of Somaliland. James
was in charge of the acquisition and implementation of this project.
Amref Tanzania:
James was the lead consultant in carrying out the feasibility study of upgrading the
Unaitas Data Center. Anticipating an up scaling from a Sacco to a bank licensed by the
Central Bank, the Sacco required an upgrade of their Data Center to the acceptable
standards as well as ensures security of customer‟s data. Unaitas contracted Valforma ITC
for this exercise.
Child Helpline Uganda
A UNICEF funded project to automate the children helpline Uganda. James was in charge
of the acquisition and implementation of this project that helped reduce the number of
dropped
calls from abused children. Valforma ITC developed and implemented the software that
runs the call centre under James leadership.
This is the second largest BPO center in Kenya with a capacity 250 seats/Agents.
Valforma IT Consulting Ltd was contracted for to setup the LAN, install their servers and
configure an IP-based PBX while providing monthly IT support and Maintenance.
Valforma ITC provided the entire IT function/department a team of 1 IT Manager and 8
System Administrators to Techno Brain. Setup the infrastructure that runs the company
on Asterisk and developed systems including the CRM that captures all inbound and
outbound calls and generates management reports.
CERTIFICATION
I, the undersigned, certify that to the best of my knowledge and belief, this CV correctly
describes me, my qualifications and my experience. I understand that any wilful
misstatements described herein may lead to my disqualification or dismissal, if engaged.
Security Group Africa, August 2014 Gabriel was the lead Consultant in the Professional
Assessment of the candidate for the Group’s Chief Executive Position.
Rabobank Nederland May 2014 Gabriel is the lead Consultant in the Recruitment of the
Business Manager and Administrative Assistant and development of an employment contract
template for the organization.
Kisumu Water and Sewerage Company Limited (KIWASCO) May 2014 Gabriel is the lead
consultant in the recruitment exercise to find suitable candidates for: Head of Commercial
Services, Public Relations and Communication Executive, and Procurement and Logistics
Officer.
Reltex Taupaulines (Africa) EPZ May 2014 Mr. Musilu was the lead consultant in the
search, in the search, interview and recommending the top two candidates for the position of
Financial Accountant.
Home Afrika Limited- October 2013 Recruitment of the Chief Executive Officer, Chief
Operating Officer, General Manager- Africa Operations, General Manager- Finance and
Operations (Kenya), General Manager- Sales and Revenue, General Manager- Projects,
General Manager- Investor Relations
United Millers-Gabriel was the lead consultant in the recruitment of the Chief Executive
Officer and the Human Resource Manager for United Millers
Solo Plant- Recruitment of chief accountant- Gabriel was involved in the search interview
and recommending the top three candidates for the position of chief accountant for solo plant
Kisumu Water and Sewerage Company Limited (KIWASCO) - Gabriel was the lead
consultant in the recruitment exercise to find suitable candidates for Head of Technical
Services (Registered Engineer), Head of Commercial and Finance, Head of Human
Resource and Administration for KIWASCO.
Life and Peace Institute – Recruitment of Finance and Administration Officer for LPI
Nairobi Office
Gabriel was the lead consultant in the recruitment of Finance and Administration for LPI
Nairobi Office. The assignment involved: screening of CVs and short listing of candidates
perform short listing interviews and recommend the five best candidates for further interview.
Subject the top 5 candidates to a second interview by LPI for final selection and recruitment.
Kenya Power & Lighting Co. Limited - Recruitment of Chief Integrity Officer
Gabriel was the team leader in recruitment of a Chief Integrity Officer to oversee the
implementation of the company’s policies on integrity and management of change. The
assignment involved: advertising the position in the appropriate media, short listing
candidates, performing short listing interviews and recommending the six best candidates for
further interview. Subject the top six candidates to a second interview by the management of
KPLC for the final selection and recruitment.
Jacaranda Hotels- - Gabriel was the lead recruitment advisor in recruiting Group Internal
Auditor, Group Financial Controller, Group Food and Beverage Controller and Accountant for
the Jacaranda group of hotels.
Inoorero University - Recruitment of Dean for Business School and Dean of School for
Information Communication Technology, October 2009
Gabriel was the lead recruitment advisor in undertaking executive selection and eventual
recruitment of Deans of Schools for Business studies and Information & Communication
Technology. The assignment entailed: advertising the position in the appropriate media, short
listing candidates, performing short listing interviews and recommending a small group for
further interviews. Recommend top six candidates for each position to an interview panel
comprising Inoorero representatives
United Millers Limited - Recruitment of Regional Sales Managers, CEO and ICT
Manager, July 2008
The assignment was to undertake recruitment of the two high caliber Sales Managers, CEO
and ICT Manager for United Millers Ltd, Kisumu and Nairobi offices to manage the company
in line with the direction and policies approved by the Board. The specific services provided
included:
Placement of adverts in appropriate media;
Conducting initial screening interviews followed by in-depth interviews,
Selecting and recommending 10 potential candidates.
Conducting final interview with a panel of professionals;
Making recommendations to the Board of Directors of the United Millers Ltd for a final
decision on the appointment.
Key Qualifications:
He has been involved in high profile consultancy focusing on institutional development and
restructuring; feasibility studies and training programmes; Civil service rationalization
programme various Ministries for the Government of Kenya and other African countries He is
experienced in strategic planning; design and developing of Government policy papers
including strategic plans, M&E for various ministries on reforms, technical specification. He
has provided advisory services including strategic planning, review of organization structure
and manning levels, development systems, conducting implementation, restructuring, staff
rationalization.
Education:
Qualification College / University Year
B.Sc (Accounting/Economics) Seton Hall University, USA 1981
MBA (Business Administration and Seton Hall University, USA 1983
Personnel Management)
Other Training:
Human Resources Management and Enterprise Competitiveness, ILO/FKE, 1999
Advanced Total Quality Management, SIDA, Sweden, 1998
Productivity Improvement in Enterprises, Italy, 1996
Diploma in Credit Schemes for development of new and growing business, Micro-
enterprises, small and medium enterprises, ILO, Italy, 1995
Project management and appraisal, UNIDO/ILO, 1994
Trainers of trainers in Entrepreneurship Development, FKE & ILO, 1993
Training in ISO 9000 Standards and Procedures, UK 1994
Post- Loan Extension Services for Micro-enterprises, ILO/FKE 1993
Impact of structural adjustment on small and medium enterprises, UNIDO 1994
Employment Record:
Year Company Position
May 2004 – to date PKF Consulting Ltd. Director
2001 – 2004 Success Consultancy Services Principal Consultant
1995 – Dec 2000 Federation of Kenya Employers Management Consultant and Trainer
1991 – Mar 1995 Federation of Kenya Employers Finance/Marketing Officer (Business
Advisor)
1992 – 1993 Catholic University of East Africa Part-time Lecturer
1988 – 1991 Sun Flora Kenya Limited/DEG Marketing/Finance Manager
1985 – 1987 Ministry of Communications District Development Officer
1982 – 1984 Consolidated Freight Inc. - USA Transport Services Assistant Officer
Certification
I, the undersigned, certify that these data describe my qualifications, my experience and me.
Alliance Capital Partners (Mvuli Hotels), Kenya, March 2012 - September 2013
I was involved in recruiting staff, Human Resource Administration, advising clients on Statutory
Requirements and Labour Laws Compliance, Human Resource Strategy Development and
Implementation and facilitating Organizational Development and Strategy
Key Qualifications
Emmanuel is a Human Resource and Institutional Development Consultant with PKF Consulting
Ltd. He has worked as a human resource consultant; offered consultancy services in various
areas. These include but are not limited to strategic human resource management, coaching,
human resource outsourcing and organizational development, facilitation of strategic
management meetings geared towards strategic planning, leadership development and team
building.
Emmanuel was a senior management consultant with Kome Business Consultants Limited.
He was charged with the responsibility of coaching clients, offer trainings, facilitate strategic
planning and conduct psychometric testing.
Education:
Qualification College / University Year
M.Sc. Human Resource Management JKUAT, Nairobi 2013
Bachelor of Science (Physics) University of Nairobi 2006
Post Graduate in Human Resource Kenya Institute of Management, 2008
Management Nairobi.
Other Training:
Introduction to E-Learning- Kenya E-Learning Centre (KELC), November 2010
Personal Effectiveness Course- KCB Leadership Centre, may 2009
Cashiers’ Course- KCB Leadership Centre, February 2009
Sales Course- Peak Performance International, August 2008
Writers’ Seminar- Youth With a Mission, November 2004
Proficiency in Ms Office, Internet and Email.
12. CERTIFICATION
I, the undersigned, certify that these data correctly describe my qualifications, my experience
and me.
Has the networking capability to build lasting beneficial multi-stakeholder relationships and
optimal resource utilization across functional and geographic lines. Applies superior
communication skills to clearly articulate and champion program vision, inspiring exceptional
team performance. Has strong credentials in developing and executing capacity development
and mentorship programs.He has worked extensively in the eastern, central and southern Africa
region and in remote locations, where he has assisted local vulnerable communities,
marginalized and underserved communities.
Expertise in:
Strategic Leadership Governance Communication
Project Management ICT M&E
Team Management Stakeholder Collaboration Capacity Building
EDUCATION:
Qualification School / University
LANGUAGES
Language Speaking Reading Writing
English Good Good Good
Swahili Good Good Good
EMPLOYMENT RECORD:
Mar-Apr 2012: Developed, in partnership with stakeholders, an M & E Framework for Results-
Based Management for Water For People Rwanda, a US based NGO in partnership with
Rwanda’s Ministries of Local Government, Infrastructure, Health and Environment.
The framework is currently used for performance management in Rwanda’s (Water, Sanitation
and Hygiene (WASH) sector.
Nov-Dec 2011: Facilitated a workshop that saw 10 Nile Equatorial Lakes (NEL) country
stakeholders validate the Nile Equatorial Lakes Subsidiary Action Program’s (NELSAP)
Strategic Plan 2012-2016, in Kigali, Rwanda. NELSAP is an intergovernmental platform, under
the framework of the Nile Basin Initiative. Implementation is underway.
Sep 2011: Facilitated a validation and report writing workshop for the University of
Washington’s International Training and Educational Center for Health (I-TECH).
Specifically led and elicited broad-based stakeholder input and experience sharing to enable
validation and finalization of a policy paper on the State of Electronic Medical Record (EMR)
Systems deployed in Kenya’s public health facilities. The paper serves a decision support role
amongst Kenya’s health sector policy makers and implementers.
Feb - Aug 2011: As Senior Consultant to the World Bank Group at Kenya’s Ministry of
Public Health & Sanitation (MOPHS) & Ministry of Medical Services (MOMS), facilitated
validation and finalization of the National e-Health Strategy (2011-2017) and implementation
framework. Launched in August 2011, implementation is underway.
2010 and 2011: Commissioned by a UNESCO initiative to provide civic education to various
women and youth groups on the Constitution of Kenya.
Jun 2009 - Apr 2010: Served on a ministerial committee on National Cohesion and
Integration, which consulted with elders and community leaders countrywide and internationally
(including Rwanda’s National reconciliation and Unity Commission – NURC). The resultant
report informed Kenya’s National Cohesion and Integration Policy (2012).
Apr 2007- Jan 2008: Was ICT Director, Office of the President, A key output of this
assignment was the design, development and implementation of a Mobile Technology based
(SMS) solution which provided an electronic audit of Kenya’s 2007 presidential elections.
Jan – Mar 2008: Was Advisor to the National Dialogue and Reconciliation Committee,
following the disputed 2007 presidential election results. Duties included technical support
during diplomacy missions to Heads of State, the African Union and the European Union.
May 2005- Dec 2008: As Group Quality Assurance Consultant, led a financial services company
with interests in Kenya, Malawi and Tanzania, through the entire Project Management Cycle to
implement a fully integrated web-based Enterprise Resource Planning (ERP) software solution
to interlink and streamline business operations and performance in the 3 countries. The US$ 5
million solution, which comprised systems and capacity building initiatives recouped its
initial capital outlay within 2 years of going live.
Strategic Leadership
Has led the development of over 10 Corporate Strategic Plans for governments, NGOs and
private sector. Also developed M & E frameworks for their structured implementation.
Conversant with tools and techniques across several platforms including Microsoft and open
source. Selected accomplishments follow:
In 2007-2008, during a tour of duty as ICT Director, Office of the President, led the design,
development and execution of an integrated mobile telephony and web-based electronic
intelligence and vote tallying system for monitoring and auditing the Electoral Commission of
Kenya’s 27400 polling stations spread across 220 constituencies countrywide. Results
from this system provided a basis for deliberations during the National Dialogue and
Reconciliation process following a disputed electoral outcome. The key output of the
dialogue was a national accord, later enacted into law as the National Accord and
Reconciliation Act, 2008 (NARA, 2008). NARA 2008 provided the tone and legal
backstopping for the Constitution of Kenya, 2010.
During 2005 – 2008, while serving as Group Quality Assurance Consultant to a regional
financial services company, led, coached and motivated multi-disciplinary, multi-cultural
regional teams to successfully implement an integrated web-based financial (insurance)
management information system spanning Kenya, Tanzania and Malawi generating new
revenues of over US$ 50M in 2 years. This enabled the client recoup initial capital outlay
(US$ 5M) within 2 years of project completion and acquire new business Interests in
Mozambique.
Over the period 2002 – 2011, championed and facilitated the development of public policy
documents in Kenya and Rwanda, including: the National ICT Policy for Kenya, e-
Government Strategy for Kenya, ICT Strategy for Kenya Revenue Authority, e-Health
Strategy for Kenya, ICT Strategy for Education and Training in Kenya, ICT Strategy for
Kenya’s Ministry of Lands & Settlement and Community Information Centres Strategy
for Rwanda. The plans are at different stages of implementation. For example, the National
ICT Policy for Kenya has seen the sector contribute on average 24% to Kenya’s GDP per
year, from 2006 to date.
During 2012 – 2013, served as Knowledge and Learning Management (KLM) consultant to
USAID sponsored AfyaInfo Program to establish a National Health Information System
(NHIS). Was instrumental in implementing a training needs assessment (TNA) resulting in a
new curriculum for Health Records Information Officers of Kenya Medical Training College
(KMTC), an institution that trains over 80% of Kenya’s health sector professionals.
PROFESSIONAL EXPERIENCE SUMMARY
TIFICATION
I, the undersigned, certify that to the best of my knowledge and belief, this CV
correctly describes myself, my qualifications and my experience. I understand that any wilful
misstatements described herein may lead to my disqualification or dismissal, if engaged.